See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,905 | $148,978-43.0% | $200,582-57.7% | $84,808+0.1% |
| Participation rate | 95.5% | 84.2%+11.2pp | 86.9%+8.6pp | 68.3%+27.1pp |
| Annual return | 14.73% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,782 | $4,815+20.1% | $6,419-9.9% | $2,631+119.8% |
| Participant deferral / active EE | $10,043 | $7,142+40.6% | $9,331+7.6% | $4,212+138.5% |
| Admin fee / account holder | $13,082 | $13,977-6.4% | $16,305-19.8% | $7,344+78.1% |